The executor's guide : settling a loved one's estate or trust Cover Image

The executor's guide : settling a loved one's estate or trust / Mary Randolph, J.D., and Attorney Jennie Lin.

Randolph, Mary, 1958- (author.). Lin, Jennie (Lawyer), (author.).

Summary:

If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how.

Record details

ISBN: 9781413331745
ISBN: 1413331742
Physical Description: 465 pages : illustrations ; 23 cm
Edition: 10th edition.
Publisher: El Segundo, CA : Nolo, 2024.
Copyright: ©2024

Content descriptions

General Note:

Includes index.

Formatted Contents Note:

Part I: Getting ready. The executor's legal companion ; Overview ; If you're asked to be an executor or trustee -- Part II: First steps. The first week ; The first month ; Claiming life insurance, Social Security, and other benefits -- Part III: Taking care of the estate. Making sense of the will ; When there's no will ; Taking inventory ; Managing assets and paying bills ; Caring for children and their property ; Taxes -- Part IV: Transferring property. Property that doesn't go through probate ; Transferring joint tenancy and other survivorship property ; Transferring community property ; Claiming money in retirement plans ; Claiming payable-on-death assets ; Special procedures for small estates ; The regular probate process -- Part V: Getting more help. Finding more information ; Lawyers and other experts.